Commission Calculator - Revision history

Mwillard at 15:08, 19 March 2024

2024-03-19T15:08:26Z

2024-03-19T15:07:32Z

2022-12-16T22:50:54Z

‎How To Add a Manual Commission

2022-12-16T22:50:34Z

‎How To Add a Manual Commission

2022-12-16T22:50:14Z

2022-12-16T22:43:51Z

‎Earned

2022-12-16T22:36:42Z

2022-12-16T22:36:04Z

2022-12-08T22:30:03Z

2022-12-08T22:29:29Z

@@ Line 23: / Line 23: @@
 '''4.''' Check the Hold box for any payments which are not ready to be committed.
-'''5.''' Select Commit Earned Dataset from the Actions menu to move these lines to the Due tab.
+'''5.''' Select Commit Earned Dataset from the Actions menu to move approved (not held) lines to the Due tab.
 [[image:commload.png]]

← Older revision		Revision as of 15:07, 19 March 2024
Line 18:		Line 18:

	'''2.''' Click the 'Load Pending' button to load all pending commissions for the specified date range.		'''2.''' Click the 'Load Pending' button to load all pending commissions for the specified date range.
		+
		+	'''3.''' Update grid lines in the Calc Commn AdjAmt, and Notes columns as needed. (See Manually Changing a Commission Amount below)
		+
		+	'''4.''' Check the Hold box for any payments which are not ready to be committed.
		+
		+	'''5.''' Select Commit Earned Dataset from the Actions menu to move these lines to the Due tab.

	[[image:commload.png]]		[[image:commload.png]]

@@ Line 33: / Line 33: @@
 '''5.''' Hit save.  The manual commission line will display in the 'Earned' in Blue.
-[[commman2.gif]]
+[[image:commman2.gif]]
 ===Manually Changing A Commission Amount===

← Older revision		Revision as of 22:50, 16 December 2022
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	===How To Add a Manual Commission===		===How To Add a Manual Commission===
−
−
−	~~[[image:comm_calc_action.png]]~~
−

	'''1.''' Select the commission date range in the bottom left-hand corner of the screen.		'''1.''' Select the commission date range in the bottom left-hand corner of the screen.

@@ Line 9: / Line 9: @@
 The information in the commission calculator is generated based upon sales orders, invoices, and cash receipts that apply to '''[[Commission Structure|Commission Structures]]''' and '''[[Commission Plan|Commission Plans]]'''.
@@ Line 22: / Line 20: @@
 [[image:commload.png]]
 ===How To Add a Manual Commission===
@@ Line 37: / Line 31: @@
 '''2.''' Click the 'Load Pending' button to load all pending commissions for the specified date range.
-'''3.'''  Click the Green plus sign button on the right side of the screen
+'''3.'''  Click 'Add Manual' in the Actions block
 '''4.'''  Enter in an 'Order Number', 'Account Mnger/Salesperson', 'Commission Amount', and 'Comments' for the manual commission.
 '''5.''' Hit save.  The manual commission line will display in the 'Earned' in Blue.
-[[commman2.png]]
+[[commman2.gif]]
 ===Manually Changing A Commission Amount===
@@ Line 55: / Line 45: @@
 Example: To add $50 to a commission, click into the AdjAmt cell, type in '50', and press enter.
-[[image:commmann3.png]]
+[[image:commmann.gif]]
 [[category:Commissions]]

@@ Line 17: / Line 17: @@
 The Earned tab is where a user can add manual commissions, edit commission amounts, hold commission lines, and commit commissions to the "Due" tab.
-'''1.'''  Select the commission date range in the bottom left-hand corner of the screen.
+'''1.'''  Select the commission date range.
 '''2.''' Click the 'Load Pending' button to load all pending commissions for the specified date range.
 ===Due===

@@ Line 8: / Line 8: @@
 '''Function''' This screen calculates commissions that have been earned and are due to be paid. You can review, adjust, hold, and add manual commissions from this screen.
-The information in the commission calculator is generated based upon sales orders, invoices, and cash receipts that apply to [[Commission Structure|Commission Structures]] and [[Commission Plan|Commission Plans]].
+The information in the commission calculator is generated based upon sales orders, invoices, and cash receipts that apply to '''[[Commission Structure|Commission Structures]]''' and '''[[Commission Plan|Commission Plans]]'''.
 [[image:comm_calc_earned.png]]

@@ Line 25: / Line 25: @@
 [[image:comm_calc_due.png]]
-===How To Add A Manual Commission===
+===How To Add a Manual Commission===
@@ Line 31: / Line 31: @@
-'''1.'''  Select the commission date range in the bottom left hand corner of the screen.
+'''1.'''  Select the commission date range in the bottom left-hand corner of the screen.
 '''2.''' Click the 'Load Pending' button to load all pending commissions for the specified date range.
-'''3.'''  Click the Green plus sign button on the right side of the screen.
+'''3.'''  Click the Green plus sign button on the right side of the screen
-[imageauto||{UP}/commman1.png]
+[[image:commman1.png]]
 '''4.'''  Enter in an 'Order Number', 'Account Mnger/Salesperson', 'Commission Amount', and 'Comments' for the manual commission.
-[imageauto||{UP}/CommMann.png]
+[[image:CommMann.png]]]
 '''5.''' Hit save.  The manual commission line will display in the 'Earned' in Blue.
-[imageauto||{UP}/commman2.png]
+[[commman2.png]]
 ===Manually Changing A Commission Amount===
@@ Line 51: / Line 51: @@
 In the Commission Earned tab, find the 'AdjAmt' column.  A user can double click into any cell in this column and manually type in any adjustment to the commission.
-{s:yellow
+Example: To add $50 to a commission, click into the AdjAmt cell, type in '50', and press enter.
-[imageauto||{UP}/commmann3.png]
+[[image:commmann3.png]]